Beacon Financial Advisory’s VanEck BDC Income ETF BIZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
25,320
+3,877
| +18% | +$63.1K | 0.11% | 225 |
|
|
2025
Q1 | $359K | Buy |
21,443
+811
| +4% | +$13.6K | 0.11% | 209 |
|
|
2024
Q4 | $343K | Buy |
20,632
+2,195
| +12% | +$36.5K | 0.11% | 201 |
|
|
2024
Q3 | $305K | Buy |
18,437
+883
| +5% | +$14.6K | 0.1% | 215 |
|
|
2024
Q2 | $300K | Buy |
17,554
+4,895
| +39% | +$83.8K | 0.11% | 212 |
|
|
2024
Q1 | $214K | Buy |
12,659
+974
| +8% | +$16.5K | 0.1% | 225 |
|
|
2023
Q4 | $187K | Buy |
11,685
+825
| +8% | +$13.2K | 0.09% | 237 |
|
|
2023
Q3 | $174K | Buy |
10,860
+380
| +4% | +$6.09K | 0.1% | 212 |
|
|
2023
Q2 | $161K | Buy |
+10,480
| New | +$161K | 0.09% | 209 |
|